IVC Wealth Advisors LLC

Institutional manager (13F) · CIK 1842811

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $179M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$20M	46,499
2	PUTNAM ETF TRUST	$15M	321,032
3	APPLE INC	$14M	55,873
4	J P MORGAN EXCHANGE TRADED F	$12M	219,531
5	JANUS DETROIT STR TR	$9M	178,808
6	J P MORGAN EXCHANGE TRADED F	$8M	151,495
7	ISHARES TR	$8M	155,854
8	JANUS DETROIT STR TR	$6M	142,840
9	VANGUARD INDEX FDS	$6M	34,087
10	VANGUARD INDEX FDS	$6M	24,393
11	ISHARES TR	$5M	128,985
12	NVIDIA CORPORATION	$4M	25,779
13	VANGUARD SCOTTSDALE FDS	$4M	16,594
14	ISHARES TR	$3M	63,068
15	SCHWAB STRATEGIC TR	$3M	105,235
16	VANGUARD INDEX FDS	$3M	13,507
17	CATERPILLAR INC	$3M	3,862
18	META PLATFORMS INC	$3M	4,627
19	MERCK & CO INC	$3M	21,194
20	JOHNSON & JOHNSON	$3M	10,230
21	TRUIST FINL CORP	$2M	47,827
22	SOLSTICE ADVANCED MATLS INC	$2M	27,351
23	ALLSTATE CORP	$2M	9,790
24	MICROSOFT CORP	$2M	4,539
25	AUTONATION INC	$2M	8,545
26	VISA INC	$2M	5,435
27	INTERNATIONAL BUSINESS MACHS	$1M	6,100
28	EATON CORP PLC	$1M	4,064
29	NEWMONT CORP	$1M	13,396
30	MCDONALDS CORP	$1M	4,560
31	CISCO SYS INC	$1M	17,277
32	NETFLIX INC.	$1M	13,181
33	CITIZENS & NORTHN CORP	$1M	56,564
34	REPUBLIC SVCS INC	$1M	5,766
35	ELI LILLY & CO	$1M	1,339
36	WASTE MGMT INC DEL	$1M	5,160
37	AMETEK INC	$1M	5,530
38	EXXON MOBIL CORP	$1M	6,906
39	BROADCOM INC	$1M	3,730
40	PRUDENTIAL FINL INC	$1M	11,482
41	RALLIANT CORP	$1M	26,823
42	JPMORGAN CHASE & CO	$1M	3,601
43	RIO TINTO PLC	$1M	11,055
44	TESLA INC	$1M	2,704
45	MOTOROLA SOLUTIONS INC	$998k	2,300
46	AMAZON COM INC	$976k	4,684
47	CHENIERE ENERGY INC	$944k	3,327
48	ANALOG DEVICES INC	$928k	2,916
49	COCA COLA CO	$925k	12,163
50	ADOBE INC	$871k	3,583

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.